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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial Services Inc | Rockwall | TX | 04/2016 | 01/2024 |
| Osaic Wealth, Inc. | Heath | TX | 01/2024 | Present |
1. LIFE, HEALTH AND LONG TERM CARE POSITION: Owner/ Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 03/29/1994 ADDRESS: 6710 Horizon Road, Suite 102, Heath TX 75032, United States DESCRIPTION: Talk with clients about insurance needs, visit with product providers to determine the most suitable product and share options with clients. 2. JILL SLAYTON - RENTALS POSITION: Sole Proprietor NATURE: Sole Proprietorship: Rental Homes INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/24/2016 ADDRESS: 14751 FM 1392, Terrell TX 75160, United States DESCRIPTION: Ms. Slayton owns rental homes: 14751 FM 1392, Terrell, TX 15 Donna Anne Drive, Santa Rosa Beach, Florida 3. JILL SLAYTON-CATTLE POSITION: Sole Proprietor NATURE: Sole Proprietorship INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 05/24/2016 ADDRESS: 14751 FM 1392, Terrell TX 75610, United States DESCRIPTION: Raise, Buy and sell cattle. 4. SLAYTON WEALTH MANAGEMENT POSITION: President NATURE: Sole Propretorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 05/24/2016 ADDRESS: 6537 Horizon Road, Suite C, Rockwall TX 75032, United States DESCRIPTION: Marketing name for securities business offered through Woodbury Financial. Offer fixed insurance products to clients when appropriate.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-02-13 |
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